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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Collective Wealth Advisors LLC
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|---|---|
| CRD # | 289157 |
| SEC # | 801-133786 |
| CIK # | |
| AUM | $139.8 M (2025-07-08) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 214-427-1427 |
| Address | 713 Main Street Coppell, TX 75019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 56.6 |
| (b) Individuals (high net worth individuals) | 39 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 139.8 |
| By Discretionary | ||
| Discretionary | 547 | 137.9 |
| Non-Discretionary | 5 | 1.9 |
| Total | 552 | 139.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.8 | |
| Total | 552 | 139.8 |
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|---|---|---|
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MO | 0.1 |
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MZ Capital Management LLC
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0.1 | |
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Anchor Pointe Wealth Management LLC
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Strategic Wealth Advisors Group Inc
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OH | 0.1 |
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Onesource Advisors LLC
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CA | 0.1 |
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Midwestern Financial LLC
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IA | 0.1 |
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RBF Capital Management Inc
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FL | 0.1 |